Who it is for: Owners thinking of starting a business or opening in a new area.
What you get: A plain-language read on area demand and competition, with every point tied to a numbered public source.

What could go wrong as I grow, how likely is it, and what do I do about it?

Who it is for: Owners who want to scale, add a crew, a location or a service line.
What you get: A ranked list of risks with likelihood, impact, the evidence behind each one and a next step for each.

What will a buyer see, and what should I fix first?

Who it is for: Owners thinking of selling in the next few years.
What you get: Strengths, weaknesses, opportunities and threats, where every point has its evidence. I do not value or appraise the business.

The three assessments together in one plain-language report.

Who it is for: Owners facing one big decision who want the full picture in one place.
What you get: Market, risk and SWOT findings in one report, with numbered sources and one clear recommendation to discuss.

A monthly scorecard across Demand, Conversion, Delivery, Profit and Capacity.

Who it is for: Owners who want to keep making decisions with evidence, month after month.
What you get: A monthly scorecard with flags for each of the five areas and one recommended decision each month.

The Prime Data Works System

Every service, in three stages

Once the evidence is clear, I can help put it to work. Pick the stage that fits where you are.

Stage 01

Who it is forOwners who need more of the right inquiries, or cannot tell which marketing brings them in.

What you getA working setup that brings in leads and shows clearly where each one came from.

01
Website design and rebuildsA clear, fast site that explains what you do and makes it easy to reach you.
02
Online stores, checkout and bookingWooCommerce and Squarespace stores, checkout and booking pages.
03
Google Business ProfileSetup, optimization and ongoing management.
04
SEOSearch improvements, including blog post optimization.
05
Google AdsCampaign setup and management tied to tracked leads.
06
Facebook and Instagram adsPaid social campaigns with clear tracking.
07
Social media postingRegular posts so your pages stay current.
08
Lead trackingUTMs, Google Analytics and Google Tag Manager so you know what works.
09
Forms, QR codes and registration pagesSimple ways for people to sign up, register or reach you.
10
Business email setup and deliverabilityDomain, SPF, DKIM and DMARC to help receiving servers verify your domain.

Not sure where to start? I will help you pick on a short call.

Stage 02

Who it is forOwners whose records live in too many places, or who retype the same information every week.

What you getConnected systems, clean records and dashboards you can read at a glance.

01
CRM setup and connectionsJobber, ServiceTitan, Housecall Pro, GoHighLevel and ClickUp.
02
QuickBooks connectionsLink your books to the tools you already use.
03
Data cleanupsRemove duplicates, fix errors and fill gaps.
04
Data migrationsMove records safely between systems.
05
Data collection and formattingGather and shape information so it can be used.
06
PDF to ExcelTurn locked documents into usable spreadsheets.
07
Product uploads and listingsGet products listed accurately and consistently.
08
Web researchStructured research gathered into a usable list.
09
AutomationZapier and n8n workflows that take repeat tasks off your plate.
10
DashboardsLooker Studio and Power BI views of the numbers that matter.

Not sure where to start? I will help you pick on a short call.

Stage 03

Who it is forOwners who want to know what is really working before they spend, hire or expand.

What you getThe decision analysis offers above, plus focused analysis of profit, customers and costs.

01
Decision analysis offersMarket, Risk and SWOT Assessments, the Decision Report and the Decision Model.
02
Profit by jobSee which jobs actually make money.
03
Repeat customers and retentionRetention, churn and cohorts, in plain language.
04
True costsWhat each job, service or customer really costs you.
05
ForecastingPlanning scenarios built from your own records.
06
A/B testingTest one change at a time and read the results honestly.

Not sure where to start? I will help you pick on a short call.

Have a decision on your desk?

Book a 15 minute Free Strategy Call. No obligation. I will tell you plainly whether I can help.